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Herbalife
303 hedge funds and large institutions have $6.99B invested in Herbalife in 2013 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 63 increasing their positions, 158 reducing their positions, and 29 closing their positions.
New
Increased
Maintained
Reduced
Closed
86% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 29
42% more capital invested
Capital invested by funds: $4.91B → $6.99B (+$2.07B)
8% more funds holding
Funds holding: 280 → 303 (+23)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
15.47% less ownership
Funds ownership: 211.46% → 195.99% (-15%)
25% less call options, than puts
Call options by funds: $965M | Put options by funds: $1.28B
60% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 158
Holders
303
Holders Change
+23
Holders Change %
+8.21%
% of All Funds
9.82%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
54
Increased
63
Reduced
158
Closed
29
Calls
$965M
Puts
$1.28B
Net Calls
-$318M
Net Calls Change
-$330M
Top Buyers
| 1 |
PC
Perry Capital
New York
|
+$163M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$135M |
| 3 |
OH
Orbis Holdings
Hamilton,
Bermuda
|
+$91.7M |
| 4 |
SCM
Scout Capital Management
New York
|
+$55.7M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$49.5M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$307M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$154M |
| 3 |
TCM
Tiger Consumer Management
New York
|
-$83.6M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$58.3M |
| 5 |
D.E. Shaw & Co
New York
|
-$50.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SO
326
STRS Ohio
Columbus,
Ohio
| – | -$152K | -6,716 | Closed |
|
|
MFS
327
MSI Financial Services
Springfield,
Massachusetts
| – | -$9K | -400 | Closed |
|
|
FANJ
328
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$6K | -250 | Closed |
|
|
TIM
329
Tortoise Investment Management
White Plains,
New York
| – | -$4K | -172 | Closed |
|
330
Lazard Asset Management
New York
| – | -$3K | -138 | Closed |
|
|
BFEC
331
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$2K | -90 | Closed |
|
|
PAS
332
Partnervest Advisory Services
Santa Barbara,
California
| – | +$309 | +10 | New |
|